Wealth Management Partners, LLC Invesco S&P 500 Equal Weight E Transaction History

Wealth Management Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$139.61 - $149.64 $35,600 - $38,158	-255 Reduced 6.22%	3,844 $575,000
Q1 2023 Apr 14, 2023	BUY	$137.35 - $154.96 $13,597 - $15,341	99 Added 2.48%	4,099 $592,000
Q4 2021 Jan 19, 2022	SELL	$150.88 - $163.01 $4,828 - $5,216	-32 Reduced 0.79%	4,000 $663,000
Q3 2021 Oct 29, 2021	BUY	$146.61 - $157.39 $18,766 - $20,145	128 Added 3.28%	4,032 $604,000
Q2 2021 Jul 14, 2021	BUY	$143.08 - $152.26 $127,198 - $135,359	889 Added 29.49%	3,904 $588,000
Q1 2021 Apr 15, 2021	BUY	$125.7 - $142.8 $17,723 - $20,134	141 Added 4.91%	3,015 $434,000
Q4 2020 Feb 04, 2021	BUY	$106.78 - $127.54 $306,885 - $366,549	2,874 New	2,874 $376,000

1,828

231M

2.45M

9.88M

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